Job Description

Responsibilities: Assess the key risks, weaknesses, and strengths of a transaction Analyze and reconcile deal information in Microsoft Excel models, including rent rolls and operating statements Carry out research on demographic information and market Carry out research and analysis of operating expenses Perform joint venture partners' experience and financial strength analysis Perform economic investment return and capital structure analysis Receive and organize due diligence materials from clients Revise joint-venture partnership agreements and project loan documents for material business terms Supervise the closing process with both internal and external groups Initiate and manage conference calls with the partners Create and present investment summaries to the Investment Committee for approval, including charts, narrative descriptions, and graphs and tables, with proper illustration of important aspects of the investment proposal May help in designing preliminary deal screening summaries to enhance deal origination activity Communicate and coordinate partner expectations all through the underwriting process under the direction of the Director and Vice President, applying proactive and positive attitude that will ensure repeat origination opportunities Ensure regular update of deal underwriting progress to the Vice President and Director, including due diligence review, process checklist review, issue identification, and transaction timingRequirements: Possess BA/BS in Finance, Business, or in a related field; Master's degree may be an advantage Experience of 6-8+ years in Business Investment. Profound skills in Microsoft Excel modelling Ability to produce reports and correspondence by applying excellent writing and editing skills Excellent interpersonal and verbal communication skills to effectively represent company to all stakeholders, and to be effective in a collaborative team environment Ability to adapt to varying situations, display professionalism, composure, diplomacy, and flexibility Strong ability to give attention to detail while maintaining focus on the big picture Proven ability to handle multiple tasks simultaneously and effectively in a fast paced work setting and meeting project deadlines Highly motivated individual with profound ability to organize functions, work independently when necessary, and solve problems Exceptional individual with strong ethics and high integrity record
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